AA Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

AA Financial Advisors’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Buy	67,338 +938	+1%	+$25.7K	0.22%	79
2026 Q1	$1.8M	Buy	66,400 +1,482	+2%	+$40.9K	0.25%	74
2025 Q4	$1.78M	Hold	64,918	–	–	0.33%	58
2025 Q3	$1.77M	Buy	64,918 +3,743	+6%	+$101K	0.35%	52
2025 Q2	$1.63M	Buy	61,175 +1,505	+3%	+$40K	0.35%	55
2025 Q1	$1.6M	Hold	59,670	–	–	0.39%	51
2024 Q4	$1.61M	Buy	59,670 +3,509	+6%	+$95.4K	0.43%	53
2024 Q3	$1.54M	Hold	56,161	–	–	0.45%	53
2024 Q2	$1.51M	Buy	+56,161	New	+$1.51M	0.53%	48

Other funds holding CGMU

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AA Financial Advisors's CGMU Position: Q2 2026 in Review

AA Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 1.4% in Q2 2026, buying an estimated $25.7K and bringing the position to 67,338 shares worth $1.85M. The position accounts for 0.22% of the portfolio, ranked #79.

AA Financial Advisors first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

AA Financial Advisors held 67,338 shares of Capital Group Municipal Income ETF worth $1.85M as of Q2 2026.
AA Financial Advisors bought 938 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $25.7K.
Capital Group Municipal Income ETF made up 0.22% of AA Financial Advisors's portfolio in Q2 2026, its #79 holding.
AA Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.